Success Leaves Clues: Ep. 74 with guest Paul Teshima of Wealthsimple

Paul Teshima has a distinct passion for building great teams and products that help clients grow. As Chief Client Experience Officer at Wealthsimple—whose mission is to help everyone achieve financial freedom, no matter who they are or how much they have—Paul ensures an exceptional experience for all of their clients and believes that everyone should have access to the tools they need to make smart financial choices. Previously, he co-founded and was CEO of Toronto-based Nudge.ai, an autonomous deal intelligence layer for customer relationship management as well as Tech and Innovation Advisory Council Member at Sick Kids Foundation. Tune in to learn: how employee & client experiences have changed; the difference between management & leadership; how the pandemic has helped reshape the benefits space; how the global talent pool has shifted; why prioritizing mental health has never been more important. For more info visit: WealthSimple Brought to you by Aria Benefits and Life & legacy Advisory Group